MWM

Melfa Wealth Management Portfolio holdings

AUM $158M
1-Year Est. Return 8.92%
This Quarter Est. Return
1 Year Est. Return
+8.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$4.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Sells

1 +$626K
2 +$201K
3 +$149K
4
MVT icon
BlackRock MuniVest Fund II
MVT
+$93.8K
5
AAPL icon
Apple
AAPL
+$77.5K

Sector Composition

1 Technology 6.07%
2 Communication Services 2.58%
3 Financials 2.53%
4 Industrials 1.65%
5 Energy 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-14,000
202
-2,199